+93.1%
VSH vs ONTO
+658.6%
-565.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.2% | -1.7% | +1.4% |
| 7D | +4.1% | -1.0% | +5.1% | +4.6% |
| 30D | -4.2% | -2.9% | -1.3% | -3.6% |
| 3M | -50.0% | -2.5% | -47.5% | -49.5% |
| 6M | +80.2% | +28.2% | +52.0% | +59.0% |
| YTD | +121.1% | +69.8% | +51.3% | +70.5% |
| 1Y | +112.0% | +162.9% | -50.9% | +32.0% |
| 3Y | +22.5% | +95.9% | -73.4% | -24.7% |
| 5Y | +64.0% | +244.5% | -180.4% | -32.0% |
| All | +93.1% | +658.6% | -565.5% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling